Welcome Smart Wealthy People!

WE WILL BE SCHEDULING MEETUPS IN OCTOBER. PLEASE JOIN THE GROUP TO GET UPDATES! THANK YOU.

Purpose : Training in Finances. Educational and Networking Events for Like Minded People who Have Wealth and Are Accumulating Wealth and Intend to Keep Their Wealth and Finances in good shape.

We started this financial education training meetup to give a venue for the dissemination of information that will help one make money and keep it legally and with full integrity.

Who should join:
People who have and are accumulating wealth or assets and wish to keep these assets
. Professionals
. Investors
. Business People
. Financial Professionals who intend to teach their clients leading edge financial distinctions

• Do you know what the biggest threat to your wealth or financial portfolio is?

• Are your wealth and financial returns maximized and free from the threat and burden of taxes?

• Do you know how to protect your wealth and finances from threats that eat away at it?

• Are you clear that your estate and assets are safe from these threats?

• Do you have the best plan for your asset protection and estate distribution?

It takes us years to accumulate the wealth we have now or plan to have. Most of the time, we are too busy building our wealth that a blind spot develops; we forget about spending it wisely or preserving it for future needs. So, we play only half the game of financial management.

The full financial game has two parts: wealth accumulation and wealth distribution.

Most of us play on the wealth accumulation half of the game, but generally ignore the wealth distribution half.

In every game, there is always an opponent. Who is the opponent in this game?

"If you've been playing poker for half an hour and you still don't know who the patsy is, you're the patsy." --Warren Buffett

“In this world, nothing is certain but death and taxes” --Benjamin Franklin

Consider the quotes above and realize that the government or taxes is our biggest opponent. No matter how much wealth we've accumulated, “the taxman” will always be at our doorsteps. How we deal with taxes not only affects the growth rate of our wealth accumulation but also our distribution/spending/preservation of that wealth.

Did you know that the government can take up to 100% of your wealth in taxes?

The government is not going away! The long term threat to your wealth, well beyond your lifetime, is taxes. How well you have planned for this eventuality will determine how much you and your family get to keep.

In these Meetup Events, we will give you insights into the different threats against your wealth. You will be able to spot the biggest threats to your wealth. We will explore some of the tools and strategies available to protect your wealth and assets and how they work.

You will also get to meet people of like minded concerns and values with regards to making and keeping wealth.

Thanh, Neil, Jim and Sunil

Bios and links:
Neil Kripalani: Business Transaction Attorney: Of Counsel to the firm Fitzgerald, Abbott and Beardsley:
http://www.fablaw.com/attorneys/neil-kripalani.html

Thanh Huynh: Owner Mercury Tax Service and CEO of Wealth Fort : http://www.mercurytaxservice.com/

Jim Sampair:
Specializes in untaxed retirement plans for individuals, families and business owners. In 2008, he was the number 9 producer in life insurance sales. November 2008, Jim became the Regional Manager with FFG for Santa Clara and San Mateo Counties, where he's built an ever-growing team of 17 agents.

Sunil Bhaskaran
Business coach: 18 years of experience in coaching, training businesses. He has also successfully owned and grown businesses and large investments. http://www.worldsgreatestteam.com/About.html